Phoenix Wealth Advisors SPYV Holdings History
Phoenix Wealth Advisors's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Phoenix Wealth Advisors held 118,104.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $6.03 Mil. This investment constitutes 2.63% of their stock portfolio, and Phoenix Wealth Advisors now holds 0.02% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2022Q4. And since then Phoenix Wealth Advisors has made 10 purchases of SPYV, at an average price of $46.03, for a total of 118,104.00 shares. Based on historical transaction data and SPYV's current price of $52.11, Phoenix Wealth Advisors's estimated gain on his SPYV holdings is $718,636.31, reflecting a 13.22% gain to date.
Phoenix Wealth Advisors SPYV ($52.11) Holding Chart
Phoenix Wealth Advisors SPYV ($52.11) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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